+7.4%
HD vs HIMS
+221.2%
-213.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -3.9% | -2.4% |
| 7D | -1.2% | -0.9% | -0.2% | -1.1% |
| 30D | -11.1% | -10.8% | -0.3% | -10.7% |
| 3M | +2.0% | +3.7% | -1.6% | +1.3% |
| 6M | -10.5% | +79.0% | -89.4% | -14.4% |
| YTD | -6.9% | -13.2% | +6.4% | -7.4% |
| 1Y | -23.2% | -43.3% | +20.1% | -22.1% |
| 3Y | +3.1% | +331.4% | -328.3% | -22.0% |
| 5Y | +7.4% | +230.2% | -222.9% | -24.2% |
| All | +7.4% | +221.2% | -213.8% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HIMS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling